Donald W. Angel, CFP®, AIF®

Donald W. Angel, CFP®, AIF®

Owner/Partner

location of Donald W. Angel, CFP®, AIF®Cardiff, Provins, & Angel Wealth Management, LLC

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  • Timeline

  • About me

    Owner/Partner at Cardiff, Provins, & Angel Wealth Management, LLC

  • Education

    • Baldwin

      -
    • Penn State University

      1996 - 2000
      BA Finance
  • Experience

    • Cardiff, Provins, & Angel Wealth Management, LLC

      Jun 2015 - now
      Owner/Partner

      Cardiff, Provins, & Angel Wealth Management, LLC is committed to providing quality investment management and strategic wealth planning to our clients through all of life’s phases. We do this with the highest levels of trust, integrity and respect, and with over 48 years of combined financial planning experience, fully understanding the value of professional collaboration through a team approach. Our devotion lies in building multi-generational client relationships by working closely with individuals and small business owners through the challenges associated with investment portfolio management, retirement planning needs analysis, education planning, and life/disability/long term care protection planning solutions.Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less

  • Licenses & Certifications

    • Accredited Investment Fiduciary™

      Center for Fiduciary Studies
      Oct 2010
    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc.
      May 2010
  • Honors & Awards

    • Awarded to Donald W. Angel, CFP®, AIF®
      McMurray Rotary Unsung Hero Award McMurray Rotary Club Jun 2018
    • Awarded to Donald W. Angel, CFP®, AIF®
      Peters Township Character Counts Recognition Award Peters Township Character Counts Association Apr 2017
    • Awarded to Donald W. Angel, CFP®, AIF®
      McMurray Rotary Service Above Self McMurray Rotary Club Jun 2015
    • Awarded to Donald W. Angel, CFP®, AIF®
      Paul Harris Fellow Rotary International Jun 2010
    • Awarded to Donald W. Angel, CFP®, AIF®
      2012-2018 Pittsburgh Five Star Wealth Manager*** - 2012-2018 Awards based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.